Month: April 2021

Know the Rules for Roth 401(k) Rollovers

If you have moved jobs while holding a traditional 401(k), you are probably familiar with the rollover options for these ubiquitous retirement accounts. You may be less sure, though, of your options when you leave an employer with whom you hold a Roth 401(k), the newer and less prevalent cousin of the traditional 401(k).

Common IRA Rollover Mistakes

Have you thought about rolling your traditional IRA from one financial institution to another? Maybe you’re looking for higher returns, more investment selections, or better service. If you roll over your traditional IRA, there are some common mistakes you should avoid. In this article, we’ll give you an overview of IRA rollover rules and discuss how to avoid common mistakes.